电新重仓Q3总体上升，电动车、光伏、储能、工控、电网、风电板块均上升

Group 1: New Energy Vehicles - The overall holding in the new energy vehicle sector increased, with upstream lithium mines, midstream, core components, and new technologies rising, while holdings in complete vehicles and charging piles decreased [2][3] - The holding proportion of the new energy vehicle sector in Q3 2025 is 5.28%, up 1.13 percentage points from the previous quarter [2][3] - Upstream lithium mine holdings rose by 1.24 percentage points to 2.86% in Q3 2025; midstream holdings increased by 0.69 percentage points to 8.92% [2][3] Group 2: Renewable Energy - The photovoltaic sector's holding proportion in Q3 2025 increased to 4.18%, up 1.43 percentage points from the previous quarter [3] - In the photovoltaic sector, silicon materials, silicon wafers, components, and inverters saw a decline in holdings, while battery holdings increased [3] - The wind power sector's holding proportion rose to 3.46%, with increases in the complete machine, tower & sea pile, and submarine cable segments [3] Group 3: Nuclear Power - The nuclear power sector's holding proportion decreased to 0.73%, down 0.05 percentage points from the previous quarter [4] Group 4: Industrial Control & Power Equipment - The overall holding in the industrial control and power electronics sector in Q3 2025 is 6.21%, up 1.06 percentage points from the previous quarter [6] - The power equipment sector's holding proportion increased to 1.81%, up 0.33 percentage points from the previous quarter [6] Group 5: Energy Storage - The overall holding in the energy storage sector decreased to 5.60%, down 2.20 percentage points from the previous quarter [6] - Energy storage batteries saw an increase in holdings by 2.04 percentage points to 7.97% in Q3 2025, while PCS holdings decreased slightly [6]